At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.

We are currently seeking an agile Business Analyst II to join our Client Reporting Tax team. Acting as subject matter expert in client taxation, you will play a crucial role on executing strategic initiatives including enterprise-wide programs impacting tax reporting processes, leading the year-end tax reporting processes and defect reporting and resolution. You will be responsible for requirement activities on medium to large enhancements and projects, conducting business analysis with minimal guidance, collecting, and organizing data; articulating the Business needs into requirements. You will collaborate closely with cross-functional teams, including IT, Operations, Trust Accounting, to analyze tax reporting data, identify optimization opportunities, and provide insightful recommendations to drive business growth and compliance with tax regulations.

WHAT YOU WILL DO

Work collectively with the various stakeholders to implement initiatives such as First Home Savings Account and Records Retention Collaborate with IT project teams and business units to collect, and translate business requirements into documentation Instrumental in identifying deliverables, potential risks/issues and developing milestones and test plans for projects and enhancements Responsible for user acceptance and regression testing during the product implementation process while ensuring product rules or enhancements meet user needs as documented in business requirements Act as a subject matter expert, providing insights and resolving issues; pro-actively identify opportunities for improvements in both business processes resulting from ongoing support provided to the line of business Effectively lead and influence meetings and group discussions with project team members and stakeholders to ensure collaboration on project deliverables Lead Tax Year End Process and Issues Management Prepare and host annual tax year end retrospectives Responsible for managing and leading response to internal and external audit (CRA, MRQ, IRS), ensuring through, accurate, and timely response, with the goal of achieving a favorable resolution and minimizing potential penalties.

WHAT YOU WILL BRING

Minimum 1 year experience in a Business Analyst position Expertise in Agile methodologies, including Scrum, Kanban, Retrospectives, or other Agile frameworks Strong knowledge of User Acceptance testing (UAT); proven ability to create extensive test plans that confidently tests functionality being implemented against documented requirements Excellent analytical capabilities are required along with a strong focus on attention to detail Excellent organizational skills, capable of multitasking and the ability to deliver high quality work under pressure Excellent written, verbal and presentation skills. You are to effectively communicate project status, and dependencies to stakeholders. Strong problem-solving skills with the ability to address issues and obstacles that may impede project progress. Proactive identification and resolution of project risks and impediments. Strong knowledge/understanding of various systems (Microsoft, JIRA, eCISS, Compass, Tableau, RPM SSUI/AUI)

This role follows our in‑office work model and requires employees to be onsite four days per week to support collaboration and business needs.

This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $55,000 to $95,000. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position may be eligible for participation in a bonus program. In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. Many of these benefits are subsidized or fully paid for by the company.

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.

A Supportive Environment for Success

We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.

WHAT WE OFFER

Modern HQ location within walking distance from Union Station Training Reimbursement Paid Professional Designations Employee Savings Plan (ESP) Corporate Discount Program Enhanced group benefits Parental Leave Top–up program Paid time off for Volunteering

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.

Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.